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jdm2212yesterday at 8:08 PM1 replyview on HN

Who is "they"? NVIDIA? Google? Anthropic?


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cdrnsfyesterday at 8:38 PM

OpenAI, Anthropic, Google selling equity for the first time since their IPO, all of the downstream consumers of the frontier labs. NVIDIA is perhaps the only one profiting from actually selling something. Who hits a liquidity event before the house of cards blows over?

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